Total retirement view that allows user to analyze
multiple accounts in one subscription, such as
rollovers, spousal accounts and IRAs, as well as Social
Security account information

Access available via the Internet 24 hours a day,
7 days a week

The tool can be access through any secure Internet
browser, in which users develop their profile and enter
existing investment information. Using this information,
LTSave performs more than 1,000 calculations while
evaluating over 100 different economic
variables–including risk, investment, demographic and
regulatory–before offering up user-specific and
completely independent advice for better retirement
savings, such as advice on asset classes, fund types and
distribution amounts for a portfolio designed to reach
the individual’s retirement goals.

For users who want advice on multiple accounts,
LTSave is available for $15.95 per month with a year long
contract, or for those with just one account, the cost is
only $5.95 per month.
A one time financial health check is also offered
for $29.95.